One Ascent Investment Solutions LLC Unified Ser Tr Oneascent Core Transaction History
One Ascent Investment Solutions LLC
- $93.7 Million
- Q2 2025
A detailed history of One Ascent Investment Solutions LLC transactions in Unified Ser Tr Oneascent Core stock. As of the latest transaction made, One Ascent Investment Solutions LLC holds 118,787 shares of OACP stock, worth $2.76 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
118,787
Previous 121,997
2.63%
Holding current value
$2.76 Million
Previous $2.78 Million
2.59%
% of portfolio
2.89%
Previous 3.3%
Shares
2 transactions
Others Institutions Holding OACP
# of Institutions
21Shares Held
9.62MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL4.21MShares$97.6 Million6.86% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.29MShares$53.2 Million19.25% of portfolio
-
Atria Investments LLC Charlotte, NC2.06MShares$47.7 Million0.59% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL354KShares$8.21 Million7.62% of portfolio
-
Patron Partners, LLC130KShares$3.01 Million1.54% of portfolio